Kendal J. Maler
Professional summary
Kendal Jane Maler, who also goes by Kendal Jane Bailey, Kendal Bailey, Kendal Maler, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Fairbanks, Alaska and STATE FARM VP MANAGEMENT CORP. located in Fairbanks, Alaska.
Kendal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Kendal has worked at 5 firms and has passed the Series 63, Series 6TO, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kendal Jane Maler's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 17, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 1600 Indiana Ave, Fairbanks, AK 99709-3564June 26, 2023 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 1600 Indiana Ave, Fairbanks, AK 99709-3564January 2, 2020 - May 23, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
November 26, 2018 - November 19, 2019
CUSO FINANCIAL SERVICES, L.P.
March 22, 2016 - July 20, 2018
STATE FARM VP MANAGEMENT CORP.
September 30, 2013 - June 2, 2015
TRANSAMERICA CAPITAL, LLC
Primary Firm SEC Registration
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/26/2023)
(7/17/2023)
Exams
Series 6TO
Date: 6/26/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 3/22/2019
General Securities Representative ExaminationFINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
Contact information
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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